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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,263 | $106,247-57.4% | $96,515-53.1% | $139,466-67.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.33% | 38.47%-30.1pp | 35.73%-27.4pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,428 | $4,106-65.2% | $3,740-61.8% | $4,754-70.0% |
| Participant deferral / active EE | $2,982 | $5,456-45.3% | $4,880-38.9% | $6,712-55.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |